What does it take to move beyond transactions in BFSI?

Not a better app. Not a faster form.

But trust, intelligence, and the ability to speak to every customer like they matter. That’s the conversation we walked into and walked out of at ObserveNow’25.

At ObserveNow BFSI Confluence 2025, KPOINT joined industry leaders, fintech innovators, and regulators to explore a central idea:

How do we go beyond transactions to truly transform engagement with technology?

• It’s no longer about transactions: It’s about trust, outcomes, and impact at every touchpoint.
• Challenges are catching up: Responsible AI, vernacular inclusion, and regulatory pressure.
• New trends are taking shape: AI-led journeys, personalized videos, and smarter engagement.

Here’s What Our CEO Had To Say

During the panel discussion, Ashish addressed three critical questions shaping the future of insurance innovation.

Each response captured attention, and now, they’re available as short, high-impact videos.

1. How do you bridge the gap between a financial institution and the customer to adopt AI?

"It's not about bridging a gap, it’s about building for the customer". Hear Ashish’s take in this short video.

2. Is the mutual fund industry using AI for investing in the stock market?

“AI, today, is saving cost and generating efficiency".

3. Does the mutual fund industry leverage emotions when investing our money?

“No investment is made without a human touch to it.”

These aren’t just soundbites, they’re conversation starters.

Insights That Moved the Needle

So what stood out?

• AI is no longer emerging; it’s essential from customer experience to compliance, underwriting, and risk.
• Collaboration is key. Banks, fintechs, regulators, and tech partners must move forward together.
• Responsible AI is urgent. With shifting regulations, it’s not just about building tech. It’s about building trust.

Why KPOINT for BFSI?

Because we don’t just build journeys, we make them intelligent. With interactive video and AI-led personalization, we help BFSI businesses turn their communication into measurable impact.

• Break down complexity
• Improve engagement with over 70% customer engagement.
• Drive sharper conversions with 15% more clicks.
• Turn communication into measurable impact

Want to see how it works?

Visit our website or reach out; we’d be glad to walk you through it.